Everything intake needs, connected
Most PI firms run intake across a form builder, a dialer, an e-sign tool, a spreadsheet of affiliates and an inbox of vendor emails. Every hand-off loses leads and loses the paper trail. MVA Resolve puts each step in one record, so the case, the call, the consent and the money always line up.
- Lead capture — campaign forms with custom qualifying questions, per-state routing and tracking links for every affiliate
- Lead Channels — inbound webhooks for Facebook Lead Ads, Google Ads lead forms, GoHighLevel, Zapier, Make, TikTok and CSV import
- Compliance — TrustedForm and Jornaya certificates, TCPA consent text versioning, IP and timestamp on every lead
- Duplicate gate — blocks repeat phone numbers and reused consent certificates and says exactly why
- Intake desk — a browser softphone, inbound call distribution, click-to-dial, recordings and voicemail
- Warm transfer — hand the live call, the case file and the signed retainer to the receiving firm in one step
- E-sign retainers — send, track and store signed agreements with a signature certificate
- Routing — deliver each case to the right firm, buyer API or email by state and criteria, with an unsold queue
- QA and disputes — quality review holds, case returns and a chat-style dispute center
- Finance — partner payouts, law firm balances and payable-status rules
- Reports — live dashboards by affiliate, firm, source, status and date range
Built for every role in a referral network
Admins, managers, intake agents, law firms, broker managers and referral partners each get their own portal and see only what their role needs. Partners see a friendly status view; firms see their cases and retainers; admins see the full delivery record.
White-label it as your own
Law firms, brokers and broker managers can run the platform under their own brand and custom domain, connect their own traffic sources, and manage their own affiliates — see the white-label legal CRM page.
Frequently asked questions
What is a personal injury intake CRM?
It is software that manages every step from first contact with an injured person to a signed retainer: capturing the lead, verifying consent, calling and qualifying, sending the retainer, routing the case and tracking outcomes and payments.
Can it connect to Facebook Lead Ads, Google Ads and GoHighLevel?
Yes. Each account can create Lead Channels — secure webhook URLs that accept leads from Facebook Lead Ads (via Zapier or Make), Google Ads lead form extensions, GoHighLevel workflows, TikTok, any form tool, or CSV uploads, straight into the dashboard.
Does it handle TCPA compliance?
It records consent text version, IP, timestamp and TrustedForm or Jornaya certificates on every lead and blocks reused certificates. Your own counsel should still review your consent language and campaigns.
Can I use it for case types other than motor vehicle accidents?
Campaign forms support custom questions, so firms can build intake for other personal injury case types; the qualification rules and content are tuned for MVA by default.